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Bellevue Asset Management’s Aaon AAON Stock Holding History

Bellevue Asset Management’s Portfolio AAON Stock Details AAON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-57
Closed -$4.35K – 370
2025
Q4 		$4.35K Buy
57
+12
+27% +$1.11K ﹤0.01% 356
2025
Q3 		$4.2K Hold
45
– – ﹤0.01% 362
2025
Q2 		$3.32K Buy
45
+7
+18% +$614 ﹤0.01% 392
2025
Q1 		$2.97K Buy
38
+10
+36% +$1.03K ﹤0.01% 386
2024
Q4 		$3.29K Hold
28
– – ﹤0.01% 400
2024
Q3 		$3.02K Buy
+28
New +$2.56K ﹤0.01% 376

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Bellevue Asset Management's AAON Position: Q1 2026 in Review

Bellevue Asset Management sold out of Aaon (AAON) in Q1 2026, closing a stake of 57 shares — an estimated $4.35K sold.

Bellevue Asset Management first reported a position in AAON in Q3 2024 and held it in 6 quarters. The position peaked at $4.35K in Q4 2025. 402 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Bellevue Asset Management reported no remaining Aaon position as of Q1 2026 after selling out during the quarter.
  • Bellevue Asset Management sold 57 Aaon shares in Q1 2026, an estimated $4.35K.
  • Bellevue Asset Management first reported a position in Aaon in Q3 2024 and held it in 6 quarters.
  • Bellevue Asset Management's Aaon position peaked at $4.35K in Q4 2025.
  • 402 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.